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Next Financial Group’s Global X Guru Index ETF GURU Stock Holding History

Next Financial Group’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-400
Closed -$11K – 1827
2018
Q4 		$11K Hold
400
– – ﹤0.01% 1307
2018
Q3 		$13K Buy
+400
New +$12.9K 0.01% 915
2017
Q4 		– Sell
-400
Closed -$11K – 718
2017
Q3 		$11K Hold
400
– – ﹤0.01% 1168
2017
Q2 		$11K Hold
400
– – ﹤0.01% 1285
2017
Q1 		$11K Sell
400
-500
-56% -$12.7K ﹤0.01% 1243
2016
Q4 		$22K Hold
900
– – ﹤0.01% 1331
2016
Q3 		$21K Buy
900
+500
+125% +$11.6K ﹤0.01% 1331
2016
Q2 		$8K Sell
400
-2,000
-83% -$44.2K ﹤0.01% 1276
2016
Q1 		$52K Sell
2,400
-3,500
-59% -$73.3K 0.02% 610
2015
Q4 		$136K Sell
5,900
-3,750
-39% -$89.2K 0.05% 347
2015
Q3 		$224K Sell
9,650
-636
-6% -$16.2K 0.08% 256
2015
Q2 		$270K Sell
10,286
-1,136
-10% -$30.5K 0.09% 228
2015
Q1 		$299K Buy
11,422
+82
+0.7% +$2.12K 0.1% 228
2014
Q4 		$297K Sell
11,340
-7,510
-40% -$195K 0.1% 232
2014
Q3 		$496K Buy
18,850
+4,100
+28% +$108K 0.1% 236
2014
Q2 		$379K Buy
+14,750
New +$370K 0.2% 103

Other funds holding GURU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's GURU Position: Q1 2019 in Review

Next Financial Group sold out of Global X Guru Index ETF (GURU) in Q1 2019, closing a stake of 400 shares — an estimated $11K sold.

Next Financial Group first reported a position in GURU in Q2 2014 and held it in 16 quarters. The position peaked at $496K in Q3 2014. 20 funds tracked by Wall St. Rank hold GURU as of Q1 2019.

  • Next Financial Group reported no remaining Global X Guru Index ETF position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 400 Global X Guru Index ETF shares in Q1 2019, an estimated $11K.
  • Next Financial Group first reported a position in Global X Guru Index ETF in Q2 2014 and held it in 16 quarters.
  • Next Financial Group's Global X Guru Index ETF position peaked at $496K in Q3 2014.
  • 20 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.